Saved custom reports can be edited anytime from the Reports page. Select a report to start editing:

  • To change the report’s title, choose the Pencil Icon to the right of the report’s current name.
  • Remove columns from your report by selecting the X next to the title of the column you want to remove.
  • Add new columns of information to your report by choosing the + New Column button and selecting from the list that appears. Then choose the blue Save button to view your changes.
  • Be sure to select the blue Save button in the upper left-hand corner of your report to save any changes you’ve made.

To delete a custom report, select the trashcan icon next to the report name on the Reports page.

Still need help? Let us know.